Evolutionary Tree Capital Management’s Post

Small caps have been left behind, temporarily - we believe, as market participants have increasingly allocated capital to a narrow set of megacap tech companies and those benefiting from AI. Given the signs in recent weeks that the market may be re-embracing small caps, we wanted to share our views on the AI opportunity, both the initial AI hardware buildout phase and the subsequent phases. #smallcap #smidcap #innovationinvesting #growthinvesting

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